Senior Private Wealth Investment Advisor
Fifth Third
Fifth Third Bank is seeking a Senior Investment Advisor for Private Bank clients in San Antonio, TX. You will drive asset growth by acquiring new households and expanding relationships with existing clients by presenting investment management solutions and coordinating with Wealth Management Advisors. You will craft Investment Policy Statements for client portfolios, ensure IPS-aligned portfolio construction, and work within the Bank's risk framework while leveraging the IMG toolbox and market #J-18808-Ljbffr Fifth Third
- PNC Financial Services Group, Inc. is seeking an Investment Advisor III within its Private Bank in Pittsburgh, PA. The role focuses on managing client accounts, delivering sophisticated investment strategies, and growing assets under management. The ideal candidate may...SeniorPrivateWork at office
- Fifth Third is seeking a Wealth Management Advisor II to act as trusted advisor and coordinator for Private Bank clients in Cincinnati. You will collaborate with specialists to deliver wealth planning, investments, and risk management while maintaining service standards...SeniorPrivatePrivate practice
- U.S. Bank seeks an experienced wealth management professional to retain and grow high net worth client relationships in a senior capacity. You will lead a collaborative team across banking, trust and investment services to tailor comprehensive wealth solutions. The role...SeniorPrivate
- ...client service as the client facing investment expert for Private Bank clients. Primarily focused on... .... Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment... ...drive to achieve results. Senior Investment Advisor At Fifth Third,...SeniorPrivateBank staff
- California Bank & Trust seeks a Private Banking Relationship Manager in Los Angeles, CA to serve as the principal relationship manager... ...a growing client base. The role focuses on loans, deposits, investments, and trust referrals while delivering high-end service. Key duties...SeniorPrivate
- Audax Private Debt in Boston, MA, is seeking a Senior Associate, Finance Private Debt, to manage accounting and reporting for Private Debt funds. The role supports FP&A, Tax, and Investor Relations, ensuring timely financial statements, compliance, and robust controls....SeniorPrivateWork at office3 days per week
- ...Associate or Sr. Associate to support the firm’s infrastructure investments. You will build and maintain financial models, support... ...projects. The role requires a Bachelor’s degree, 3-6 years in private equity or infrastructure finance, advanced Excel, and strong communication...SeniorPrivate
- Sage Search Partners in Oklahoma City is seeking a mid to senior level financial advisor to join our private, $1B+ AUM multi-family office. You will work with senior leadership on sophisticated client work—business sales, asset allocations, estate planning, and charitable...SeniorPrivateWork at office
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier... ...deliver integrated solutions across deposits, investments, credit, home lending, and business... ...collaboration with internal partners across Wealth, Home Lending, and Business Banking to...SeniorPrivateTemporary workWork experience placementImmediate start$99k - $155k
Based in New York, Audax Private Debt is a leading debt capital partner for North American... ...Since its inception in 2000, the firm has invested $52 billion in support of over 295... ...offerings that includes first lien, stretch senior, unitranche, second lien, and subordinated...SeniorPrivateWork at office3 days per week- Job SummaryAs a Senior Associate and AI Product Owner... ...in our Asset & Wealth Management Finance team... ...front office Finance or investment management teamsStrong... ...investment management and private banking solutions.... ...provides individuals, advisors and institutions with...SeniorPrivateWork at office
$110k - $150k
...ongoing basis to all stakeholders (senior management, investors,... ...external administrators and advisors Manage the Fund Sources & Uses... ...spanning multiple Funds in both the investment period and value creation... ...in public accounting or private equity fund finance/accounting...SeniorPrivateLocal area$78.5k - $163k
## Senior Consultant, Financial Reporting & Accounting | Real Estate... ..., law firms, banks and private equity firms on their most important... ...and other stakeholdersFTI’s Investment Administration and Reporting... ..., hedge funds, pension advisors and owners/developers.**What...SeniorPrivateFull timeWork experience placementRemote workFlexible hours$115k - $140k
...healthier! About the Role Dr. Squatch is looking to hire a Senior Associate of Strategic Finance. We are looking for an... ...as assigned About You 1-3 years of finance experience in investment banking or private equity (required) and operational finance (optional) Expert...SeniorPrivateFull timeLocal area$78.5k
...corporations, law firms, banks and private equity firms on their most... ...FTI Consulting is seeking a Senior Consultant to join our... ...counsel, and/or other financial advisors to evaluate potential restructuring... ...work experience in investment banking, corporate lending, consulting...SeniorPrivateFull timeWork experience placementFlexible hours$78.5k
...multinational corporations, law firms, banks and private equity firms on their most important... ...to make your impact? About the Role The Senior Consultant in Revenue Cycle and Financial... ...financial experience. Serve as a primary advisor to client executives; develop and deliver...SeniorPrivateFull timeWork at office$90k - $175k
...London, Menlo Park, CA, and Austin, TX. Grounded in two decades of investing experience, we aim to generate consistent performance for our... ...investment valuation process for consistency with GAAP and the private placement memorandum and prepare reporting for the quarterly...SeniorPrivateApprenticeshipWork experience placementInterim roleWork at officeFlexible hours- Aztec Group is seeking a skilled Fund Accountant for our US office, serving Private Equity, Real Estate, Infrastructure and Private Credit clients. The role focuses on accurate accounting, carry and equalisation calculations, and preparing financial statements with US GAAP...SeniorPrivateWork at office
- Armstrong Teasdale LLP is seeking a mid- to senior-level Lateral Associate with broad experience in corporate matters, mergers & acquisitions, and finance to join the Corporate Services Group in Chicago or St. Louis. The ideal candidate has 4+ years of experience managing...SeniorPrivate
- Scottish Rite for Children is seeking a Sr. Investment Analyst to support an institutional investment portfolio across equities, fixed income, and alternatives including private equity, private credit, and hedge funds. Responsibilities include data gathering, private investment...SeniorPrivate
- ...transactions, drafting key documents, and coordinating across teams to close deals. The ideal candidate has 4-6 years in M&A with private equity exposure and strong drafting and governance skills, plus admission to the Texas Bar. This is a full‑time on‑site opportunity...SeniorPrivateFull time
- ...Service Partners in Charlotte, NC is seeking a highly analytical Senior Associate to join our Finance team. This role focuses on... ...the organization, offering exposure to executive leadership in a private equity-backed environment. Ideal candidates have 2-5 years in FP...SeniorPrivateWork at office
- Texas Capital Bank, headquartered in Dallas, seeks a Sr. Portfolio Manager to own the underwriting process for the Private Wealth line, working with Analysts, Associates, and Relationship Managers to evaluate risks and identify cross-sell opportunities. You will drive...SeniorPrivate
- Cascadia Capital, LLC seeks a highly motivated Senior Analyst or Associate to join our Capital Markets team in the Debt Capital Markets... ...in a fast-paced, entrepreneurial environment. Experience with private credit and debt structures is valued. #J-18808-Ljbffr Cascadia...SeniorPrivate
- Banc of California, Inc. (NYSE: BANC) is seeking a Senior Relationship Manager to develop and manage a portfolio of private clients, focusing on complex credits and deposit relationships in Gardena, CA. You will grow revenue by prospecting for new business, retaining existing...SeniorPrivate
- ...Services Group, Inc. in Louisville, KY, seeks an Associate Investment Advisor I to support client accounts with investment objectives, provide... ..., a Bachelor’s degree, and strong communication skills for client interactions within a private-bank #J-18808-Ljbffr...Private
- Texas Capital Bank seeks a Private Bank Operations Team Lead to oversee client onboarding, deposits, wires, and transactional... ...Dallas and Fort Worth. The role partners with Private Client Advisors and Investment Advisors, ensures AML/KYC compliance, prepares reports, and...SeniorPrivateBank staff
- Acuity Fund Solutions is a fund administration firm serving private equity, venture capital, real estate, private credit, hedge funds, and family offices. The Senior Fund Accountant owns the accounting process for an assigned portfolio, mentoring Associates and ensuring...SeniorPrivate
- Morningstar Credit Ratings, LLC is seeking an Investment Analyst to lead due diligence and research on private markets investments used in multi-asset portfolios. You will own coverage of private equity, private credit, infrastructure, and real assets, and defend your...SeniorPrivateWork at office
- ...financial analysis for capital allocation, investment tradeoffs, and resource planning.... ...materials and presentation support for senior leadership, including CEO/CFO-level discussions... ...of experience in investment banking, private equity, transaction services advisory, FP...SeniorPrivate
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Investment Advisor. Be the first to apply!
- finance operations associate Brooklyn, NY
- international financial advisor Brooklyn, NY
- financial advisor Brooklyn, NY
- financial associate Brooklyn, NY
- estate planning consultant Brooklyn, NY
- associate leveraged finance Brooklyn, NY
- financial advisor associate Brooklyn, NY
- financial planning associate Brooklyn, NY
- financial planning assistant Brooklyn, NY
- finance associate Brooklyn, NY

